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Nonprofit · EIN 27-4326602

BERMAN FAMILY FOUNDATION INC

Tax-exempt · MADISON, WI 53705

Financials

$15K$35K2023$13K$35K2024$19K$37K2025
Revenue Expenses · by fiscal year end
Financials of BERMAN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$18,935$36,752-$17,817$216,452$300$216,152
December 31, 2024990-PF$12,837$34,683-$21,846$233,969$0$233,969
December 31, 2023990-PF$14,852$34,882-$20,030$255,815$0$255,815
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,795
Net gain from sales of assets
$10,140

Expenses

Grants and similar amounts paid
$31,350
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$32,575
Excise tax on investment income
$207

Balance sheet and other

Total assets, start of year
$233,969
Total assets, end of year
$216,452
Total liabilities, end of year
$300
Net assets, end of year
$216,152
Fair market value of assets
$268,472
Qualifying distributions
$32,575
Net investment income
$18,935

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.

NameTitleHours / weekCompensation
BARRY L BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
DEBRA G BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
ANDREW BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
LEAH BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BARRY L BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
DEBRA G BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
ANDREW BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
LEAH BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BARRY L BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
DEBRA G BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
ANDREW BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0
LEAH BERMAN
PO BOX 5427, MADISON, WI 53705
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 5427, MADISON, WI 53705-0427
In care of
% BARRY BERMAN
Signed the 990-PF
BARRY BERMAN, DIRECTOR
Phone
(608) 231-2427
Return prepared by
SVA CERTIFIED PUBLIC ACCTS SC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-4326602
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$216,452
Income (IRS master file)
$61,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$18,935$36,752$216,452XML
990-PFDecember 2024$12,837$34,683$233,969IRS
990-PFDecember 2023$14,852$34,882$255,815XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-4326602).

Questions about BERMAN FAMILY FOUNDATION INC

What is the EIN of BERMAN FAMILY FOUNDATION INC?
The employer identification number (EIN) of BERMAN FAMILY FOUNDATION INC is 27-4326602.
Is BERMAN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to BERMAN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERMAN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERMAN FAMILY FOUNDATION INC 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 BERMAN FAMILY FOUNDATION INC 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 BERMAN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BERMAN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,935, expenses of $36,752 and total assets of $216,452 at year end.

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