Nonprofit · EIN 13-3947917
MICHAEL BERMAN FAM FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85252
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $206,137 | $125,145 | $80,992 | $252,156 | $0 | $252,156 |
| December 31, 2024 | 990-PF | $8,520 | $36,242 | -$27,722 | $171,164 | $0 | $171,164 |
| December 31, 2023 | 990-PF | $1,340 | $10,995 | -$9,655 | $198,886 | $0 | $198,886 |
| December 31, 2021 | 990-PF | $248,191 | $132,515 | $115,676 | $136,778 | $0 | $136,778 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $202,412
- Interest
- $4,756
- Net gain from sales of assets
- -$1,031
Expenses
- Grants and similar amounts paid
- $91,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $122,877
- Excise tax on investment income
- $2,748
Balance sheet and other
- Total assets, start of year
- $171,164
- Total assets, end of year
- $252,156
- Total liabilities, end of year
- $0
- Net assets, end of year
- $252,156
- Fair market value of assets
- $252,156
- Qualifying distributions
- $122,877
- Net investment income
- $199,865
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 |
|---|---|---|---|
| MICHAEL BERMAN 117 NEW YORK MOUNTAIN ROAD, EAGLE, CO 81631 | DIRECTOR | 1 | $0 |
| BARBARA BERMAN 2216 EAGLE RANCH ROAD, EAGLE, CO 81631 | DIRECTOR | 1 | $0 |
| DAVID BERMAN 117 NEW YORK MOUNTAIN ROAD, EAGLE, CO 81631 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BERMAN 117 NEW YORK MOUNTAIN ROAD, EAGLE, CO 81631 | DIRECTOR | 1 | $0 |
| BARBARA BERMAN 2216 EAGLE RANCH ROAD, EAGLE, CO 81631 | DIRECTOR | 1 | $0 |
| DAVID BERMAN 117 NEW YORK MOUNTAIN ROAD, EAGLE, CO 81631 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Berman 297 Pilgram Drive, Edwards, CO 81632 | Director | 1 | $0 |
| Barbara Berman 2216 Eagle Ranch Road, Eagle, CO 81631 | Director | 1 | $0 |
| David Berman 7121 N 74th Place, Scottsdale, AZ 85258 | Director | 1 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Berman 297 Pilgram Drive, Edwards, CO 81632 | Director | 1 | $0 |
| Barbara Berman 2216 Eagle Ranch Road, Eagle, CO 81631 | Director | 1 | $0 |
| David Berman 7121 N 74th Place, Scottsdale, AZ 85258 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2611, SCOTTSDALE, AZ 85252-2611
- In care of
- % ROSENMAN & COLIN LLP-J L GETRAER
- Signed the 990-PF
- MICHAEL BERMAN, DIRECTOR
- Phone
- (480) 262-5212
- Return prepared by
- CLIFTONLARSONALLEN 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 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
- 13-3947917
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70J)
- Assets (IRS master file)
- $252,156
- Income (IRS master file)
- $408,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $206,137 | $125,145 | $252,156 | IRS |
| 990-PF | December 2024 | $8,520 | $36,242 | $171,164 | XML |
| 990-PF | December 2023 | $1,340 | $10,995 | $198,886 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $248,191 | $132,515 | $136,778 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-3947917).
Questions about MICHAEL BERMAN FAM FOUNDATION
- What is the EIN of MICHAEL BERMAN FAM FOUNDATION?
- The employer identification number (EIN) of MICHAEL BERMAN FAM FOUNDATION is 13-3947917.
- Is MICHAEL BERMAN FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MICHAEL BERMAN FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL BERMAN FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL BERMAN FAM 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 MICHAEL BERMAN FAM 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 MICHAEL BERMAN FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MICHAEL BERMAN FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $206,137, expenses of $125,145 and total assets of $252,156 at year end.
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