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← BERGER COLLECTION EDUCATION TR

Form 990 for tax year 2023

Filed by BERGER COLLECTION EDUCATION TR.

Totals

Total revenue
$112,180
Total expenses
$357,940
Contributions and grants received
$0
Grants paid
$305,115
Program service revenue
$0
Investment income
$112,180
Other revenue
$0
Total assets, end of year
$23,252,196
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,252,196
Program services expenses (Part IX)
$316,170
Management and general expenses
$41,770
Fundraising expenses
$0
Program service expenses (Part III)
$316,170

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $128,312 · excluded $128,312

  • 7a · Gross sales of assets other than inventory

    securities $114,091

  • 7b · Less cost or other basis and sales expenses

    securities $130,223

  • 7c · Gain or loss

    securities -$16,132

  • 7d · Net gain or loss

    total -$16,132 · excluded -$16,132

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $261,500 · program services $261,500

  • 3 · Grants to foreign organizations and individuals

    total $43,615 · program services $43,615

  • 11c · Fees: accounting

    total $5,600 · management and general $5,600

  • 11f · Fees: investment management

    total $11,297 · management and general $11,297

  • 12 · Advertising and promotion

    total $300 · program services $300

  • 23 · Insurance

    total $1,750 · management and general $1,750

  • 24a · Other expenses: ADMIN COSTS & TRUSTEE E

    total $23,123 · management and general $23,123

  • 24b · Other expenses: BERGER PRIZE

    total $8,812 · program services $8,812

  • 24c · Other expenses: ART STORAGE

    total $1,943 · program services $1,943

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,647,527 · end of year $666,286

  • 11 · Investments: publicly traded securities

    beginning of year $1,766,866 · end of year $3,982,336

  • 12 · Investments: other securities

    beginning of year $2,075,000 · end of year $1,854,899

  • 13 · Investments: program-related

    beginning of year $16,748,675 · end of year $16,748,675

  • 27 · Net assets without donor restrictions

    beginning of year $23,238,068 · end of year $23,252,196

Mission and programs · 2023

Mission

THE MISSION OF THE BERGER COLLECTION IS TO MAINTAIN, DISPLAY, AND TO PROVIDE EDUCATION RELATED TO BRITISH ART.

Activities or mission (Part I)

MAINTAIN AND DISPLAY BRITISH ART

  • PROVIDED SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMMING AND ACTIVITIES, ART DISPLAYS FOR PUBLIC VIEWING, AND ART SCHOLARSHIPS, WITH PARTICULAR FOCUS ON THE "BERGER COLLECTION AND BRITISH ART GENERALLY.

    Expenses $316,170 · Grants $305,114

As filed on the 2023 return.

Listed in Part VII

  • KATHERINE MB BERGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • DAVID HAYES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CYNTHIA L HAYES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK H C BESSIRE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEATHER NIELSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423189349302607

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