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← ESTATE OF SYDNEY L BERG FBO LILLY M BERG MEMORIAL FUND CT-106226

Form 990 for tax year 2025

Filed by ESTATE OF SYDNEY L BERG FBO LILLY M BERG MEMORIAL FUND CT-106226.

Totals

Total revenue
$147,507
Total expenses
$133,077
Contributions and grants received
$0
Grants paid
$82,360
Program service revenue
$0
Investment income
$147,507
Other revenue
$0
Total assets, end of year
$3,088,174
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,088,174
Program services expenses (Part IX)
$118,376
Management and general expenses
$14,701
Fundraising expenses
$0
Program service expenses (Part III)
$118,376

Program services were 89.0% 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 $132,549 · excluded $132,549

  • 7a · Gross sales of assets other than inventory

    securities $951,011

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

    securities $936,053

  • 7c · Gain or loss

    securities $14,958

  • 7d · Net gain or loss

    total $14,958 · excluded $14,958

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $82,360 · program services $82,360

  • 5 · Compensation of officers, directors and key employees

    total $46,835 · program services $35,126 · management and general $11,709

  • 11c · Fees: accounting

    total $1,750 · program services $875 · management and general $875

  • 24a · Other expenses: FOREIGN TAX ON INVESTMENT

    total $2,117 · management and general $2,117

  • 24b · Other expenses: IL AG FEE

    total $15 · program services $15

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $57,310 · end of year $191,155

  • 11 · Investments: publicly traded securities

    beginning of year $3,016,796 · end of year $2,897,019

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,074,106 · end of year $3,088,174

Mission and programs · 2025

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I

  • GRANT PAID TO SUPPORTED ORGANIZATION - HUNTINGTON MEMORIAL HOSPITAL

    Expenses $78,915 · Grants $54,905

  • GRANT PAID TO SUPPORTED ORGANIZATION - CHILDREN'S HOSPITAL SOCIETY LA

    Expenses $39,461 · Grants $27,455

As filed on the 2025 return.

Listed in Part VII

  • Northern Trust N A

    TRUSTEE

    Total calculated
    $46,835
    From this org
    $46,835
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
21 April 2026
IRS schema version
2025v4.0
Source object
202621289349302237

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