Nonprofit · EIN 42-1465136
BERMAN FAMILY FOUNDATION
Also known as BERMAN WARREN S TTEE
Tax-exempt · FAIRFIELD, IA 52556
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,054 | $1,662 | -$608 | $7,177 | $0 | $7,177 |
| December 31, 2024 | 990-PF | -$1,345 | $4,101 | -$5,446 | $7,785 | $0 | $7,785 |
| December 31, 2023 | 990-PF | $29,901 | $108,010 | -$78,109 | $13,447 | $216 | $13,231 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $58
- Other income
- $996
Expenses
- Grants and similar amounts paid
- $1,660
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,660
- Excise tax on investment income
- $1
Balance sheet and other
- Total assets, start of year
- $7,785
- Total assets, end of year
- $7,177
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,177
- Fair market value of assets
- $7,177
- Qualifying distributions
- $1,660
- Net investment income
- $58
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 |
|---|---|---|---|
| Warren Berman 500 North Third St Suite 205, Fairfield, IA 52556 | President | 2 | $0 |
| Harriet Berman 500 North Third St Suite 205, Fairfield, IA 52556 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Warren Berman 500 North Third St Suite 205, Fairfield, IA 52556 | President | 2 | $0 |
| Harriet Berman 500 North Third St Suite 205, Fairfield, IA 52556 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Warren Berman 500 North Third St Suite 205, Fairfield, IA 52556 | President | 2 | $0 |
| Harriet Berman 500 North Third St Suite 205, Fairfield, IA 52556 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 N 3RD ST STE 205, FAIRFIELD, IA 52556-2482
- Signed the 990-PF
- Warren Berman, President
- Phone
- (641) 472-4887
- Return prepared by
- GOLDGRAB CPA PLLC
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
- 42-1465136
- 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 (T20Z)
- Assets (IRS master file)
- $7,177
- Income (IRS master file)
- $1,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,054 | $1,662 | $7,177 | XML |
| 990-PF | December 2024 | -$1,345 | $4,101 | $7,785 | XML |
| 990-PF | December 2023 | $29,901 | $108,010 | $13,447 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 42-1465136).
Questions about BERMAN FAMILY FOUNDATION
- What is the EIN of BERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of BERMAN FAMILY FOUNDATION is 42-1465136.
- Is BERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERMAN FAMILY 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 BERMAN FAMILY 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 BERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,054, expenses of $1,662 and total assets of $7,177 at year end.
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All nonprofits in FAIRFIELD · Iowa · Philanthropy, voluntarism and grantmaking foundations