Philip & Lena Berger Foundation

990PF • Fiscal year 2014 • EIN 13-6880016

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 12, 2015

Organization Profile

C/O Berger 69 Sage Court08701

(212) 962-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

71%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

483%

Faster asset growth than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

73%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

$25,291

Up $20,951 (+483%) from 2013

Net Assets

$25,291

Up $20,951 (+483%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin95th percentile

Revenue

$29,582

No earlier filing loaded for comparison.

Expenses

Down

$8,631

Down $6,714 (-44%) from 2013

Net Income

$20,951

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$25,291

Liabilities$0

Net Assets$25,291

Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$29,582

Expenses$8,631

Net Income$20,951

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2013 to Sep 30, 2014
Signed: Aug 12, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALBERT BERGER	President	PT	$0	-	-
LILLIAN BERGER	Treasurer	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 13-6880016

Signing Officer

Name: Al Berger
Title: President
Signed: 2015-08-12
Discuss with paid preparer: Yes

Preparer

Preparer: Michael Lipstein
Phone: 2129626100

Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	ALBERT BERGER
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	LILLIAN BERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	20521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	21445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	247 ALLIANCE BERSTEIN WEALTH APPREC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	22
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	23640
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	23662
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	23662
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	23640
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	8631
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8631
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	5920
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	22
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	22
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	20951
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	29560
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	23640
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	23662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	8631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	8631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	23662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	29582
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	5920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	23640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	23640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	29560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	23640
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	23640
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	20951
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	25291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	4340
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	25291
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	457
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	930
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	473
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	473
IRS990PF/FMVAssetsEOYAmt	0	26215
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3537
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	4770
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	4770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	20521
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	21445
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	4340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	25291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	26215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	4340
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	25291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	4340
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	25291
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	4340
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	25291
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	18889
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	7585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	11304
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	283
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	18606
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	18889
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ALBERT BERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	LILLIAN BERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	69 SAGE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	69 SAGE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	LAKEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	LAKEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	08701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	08701
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	40828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	41065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	15345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	17469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	13202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	16518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	103989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	2.194369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	1.766839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	2.117968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	1.013823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	1.008240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	5.064975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	18606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	8685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	8248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	13022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	16383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	20531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	8631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	10.971845
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	8631
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	8631
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	8631
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	PHILIP LENA BERGER FNDTN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	69 SAGE COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	LAKEWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	08701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7322767206
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	A L BERGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	6581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT TORAH STUDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SUPPORT TORAH STUDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SUPPORT TORAH STUDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	BAIS MEDRASH L'TORAH OF PASSAIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	PEF ISRAEL ENDOWMENT FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	2	MISCELLANEOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	167 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	630 3 AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	69 SAGE CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	PASSAIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	07055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	10019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	08701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8631
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	457
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	14911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	17057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	12620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	15810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	103044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	103044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	68572
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	8174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	14911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	17057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	12620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	15810
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	8631
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	8174
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	171616
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	163442
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ALBERT LILLIAN BERGER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	69 SAGE COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	LAKEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	08701
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	5920
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	10027
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	7782
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	5911
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	5234
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	770
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	216 SH CLECO CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	15 SH APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	11 SH GOOGLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	60 SH LYNDELLBASELL INDUSTRIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	10 SH WALT DISNEY CO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2013-11-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2014-04-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2014-04-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2014-04-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2014-04-10
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	AL BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PHILIP & LENA BERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PHIL
ReturnHeader/Filer/EIN	0	136880016
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O BERGER 69 SAGE COURT
ReturnHeader/Filer/USAddress/City	0	LAKEWOOD
ReturnHeader/Filer/USAddress/State	0	NJ
ReturnHeader/Filer/USAddress/ZIPCode	0	08701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	132659310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	WASSERBRETTLERKLAR & LIPSTEIN LLP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	132 NASSAU STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	10038
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2129626100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL LIPSTEIN
ReturnHeader/ReturnTs	0	2015-08-17T08:42:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-10-01
ReturnHeader/TaxPeriodEndDt	0	2014-09-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $25,291
Liabilities: $0
Net assets: $25,291
Revenue: $29,582
Expenses: $8,631
Net income: $20,951

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67	$0.08	$0.34	$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.93	$0.00	$0.93	$0.07	$0.16	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.12	$0.22	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13	$0.06	$0.20	$0.14
2020Detailed filing. Detailed filing data is available for this year.	$1.27	$0.00	$1.27	$0.05	$0.13	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.04	$0.22	$0.18
2018Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52	$0.61	$0.24	$0.37
2017Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.84	$0.14	$0.71
2016Detailed filing. Detailed filing data is available for this year.	$0.44	$0.00	$0.44	$0.32	$0.09	$0.24
2015Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.06	$0.12	$0.05
2014Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$0.30	$0.09	$0.21
2013Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.04		$0.15
2012Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15		$0.18
2011Summary only. Only limited summary data is available for this year.	$0.10	$0.00		$0.06	$0.13	$0.08