Nonprofit · EIN 58-6195209
BERMAN CHARITABLE TRUST
Tax-exempt · ATLANTA, GA 30305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $515,120 | $290,925 | $224,195 | $3,995,600 | $0 | $3,995,600 |
| March 31, 2024 | 990-PF | $391,114 | $266,997 | $124,117 | $3,784,414 | $0 | $3,784,414 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $107,735
- Dividends
- $176,795
- Interest
- $1,385
- Net gain from sales of assets
- $229,205
Expenses
- Grants and similar amounts paid
- $247,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $248,625
- Excise tax on investment income
- $5,075
Balance sheet and other
- Total assets, start of year
- $3,784,414
- Total assets, end of year
- $3,995,600
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,995,600
- Fair market value of assets
- $5,955,684
- Qualifying distributions
- $248,625
- Net investment income
- $407,385
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN M BERMAN 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 1 | $0 |
| CALMA A BERMAN 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 1 | $0 |
| JUSTIN F BERMAN 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 1 | $0 |
| ALYZA B MILRAD 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 0.5 | $0 |
| LILA B FAIR 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN M BERMAN 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 1 | $0 |
| CALMA A BERMAN 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 1 | $0 |
| JUSTIN F BERMAN 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 1 | $0 |
| ALYZA B MILRAD 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 0.5 | $0 |
| LILA B FAIR 2660 PEACHTREE RD NW UNIT 20A, ATLANTA, GA 30305 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2660 PEACHTREE RD NW APT 20A, ATLANTA, GA 30305-3678
- Signed the 990-PF
- CALMA A BERMAN, TRUSTEE
- Phone
- (404) 262-2181
- Return prepared by
- STEPHEN M BERMAN & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6195209
- 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
- 1986
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,995,600
- Income (IRS master file)
- $1,192,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $515,120 | $290,925 | $3,995,600 | XML |
| 990-PF | March 2024 | $391,114 | $266,997 | $3,784,414 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 58-6195209).
Questions about BERMAN CHARITABLE TRUST
- What is the EIN of BERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of BERMAN CHARITABLE TRUST is 58-6195209.
- Is BERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to BERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERMAN CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of BERMAN CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BERMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $515,120, expenses of $290,925 and total assets of $3,995,600 at year end.
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