Nonprofit · EIN 52-2133702
THE BERT FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $304,784 | $378,833 | -$74,049 | $2,398,194 | $0 | $2,398,194 |
| December 31, 2024 | 990-PF | $266,994 | $374,506 | -$107,512 | $2,472,243 | $0 | $2,472,243 |
| December 31, 2023 | 990-PF | $223,568 | $369,201 | -$145,633 | $2,579,755 | $0 | $2,579,755 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $59,922
- Net gain from sales of assets
- $244,862
Expenses
- Grants and similar amounts paid
- $325,000
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $329,000
- Excise tax on investment income
- $3,540
Balance sheet and other
- Total assets, start of year
- $2,472,243
- Total assets, end of year
- $2,398,194
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,398,194
- Fair market value of assets
- $3,473,107
- Qualifying distributions
- $329,000
- Net investment income
- $299,942
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 |
|---|---|---|---|
| DONALD R MERING C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | PRESIDENT | 1 | $4,000 |
| JOHN P EDGAR C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | VICE PRESIDENT | 0.1 | $0 |
| CAROLANNE HARRIS C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | SECRETARY | 0.5 | $0 |
| S SCOTT TATE C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R MERING C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | PRESIDENT | 0.25 | $0 |
| JOHN P EDGAR C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | VICE PRESIDENT | 0.1 | $0 |
| CAROLANNE HARRIS C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | SECRETARY | 0.25 | $0 |
| S SCOTT TATE C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | TREASURER | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R MERING C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | PRESIDENT | 0.25 | $0 |
| JOHN P EDGAR C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | VICE PRESIDENT | 0.1 | $0 |
| CAROLANNE HARRIS C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | SECRETARY | 0.25 | $0 |
| S SCOTT TATE C/O BAKER DONELSON 100 LIGHT STREET, BALTIMORE, MD 21202 | TREASURER | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1795, BALTIMORE, MD 21203-1795
- In care of
- % DOPNALD R MERING
- Signed the 990-PF
- DONALD R MERING, PRESIDENT
- Phone
- (410) 419-7688
- Return prepared by
- BAKER DONELSON ET AL
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
- 52-2133702
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,398,194
- Income (IRS master file)
- $1,452,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $304,784 | $378,833 | $2,398,194 | IRS |
| 990-PF | December 2024 | $266,994 | $374,506 | $2,472,243 | XML |
| 990-PF | December 2023 | $223,568 | $369,201 | $2,579,755 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 52-2133702).
Questions about THE BERT FOUNDATION INC
- What is the EIN of THE BERT FOUNDATION INC?
- The employer identification number (EIN) of THE BERT FOUNDATION INC is 52-2133702.
- Is THE BERT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE BERT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BERT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BERT 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 THE BERT 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 THE BERT FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $4,000 (DONALD R MERING, PRESIDENT).
- How much revenue does THE BERT FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $304,784, expenses of $378,833 and total assets of $2,398,194 at year end.
Other nonprofits in BALTIMORE
- T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC EIN 31-1709466 · last filed 990 for 2026
- ANNIE E CASEY FOUNDATION EIN 52-1951681 · last filed 990-PF for 2024
- STEPHEN AND RENEE BISCIOTTI FOUNDATION INC EIN 52-2352678 · last filed 990-PF for 2024
- THE HARVEY M MEYERHOFF FUND INC EIN 52-1904818 · last filed 990-PF for 2024
- BALTIMORE COMMUNITY FOUNDATION INC EIN 23-7180620 · last filed 990 for 2024
- ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC EIN 52-0607957 · last filed 990 for 2025
- ASSOCIATED JEWISH CHARITIES OF BALTIMORE EIN 52-6024192 · last filed 990 for 2025
- THE UNITED WAY OF CENTRAL MARYLAND INC EIN 52-0591543 · last filed 990 for 2025
All nonprofits in BALTIMORE · Maryland · Philanthropy, voluntarism and grantmaking foundations