Nonprofit · EIN 64-0953437
SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21282
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $376,971 | $216,535 | $160,436 | $3,477,211 | $0 | $3,477,211 |
| December 31, 2024 | 990-PF | $258,987 | $219,621 | $39,366 | $3,316,775 | $0 | $3,316,775 |
| December 31, 2023 | 990-PF | $190,451 | $205,030 | -$14,579 | $3,277,409 | $0 | $3,277,409 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $113,751
- Interest
- $15
- Net gain from sales of assets
- $263,205
Expenses
- Grants and similar amounts paid
- $196,766
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $196,766
- Excise tax on investment income
- $5,061
Balance sheet and other
- Total assets, start of year
- $3,316,775
- Total assets, end of year
- $3,477,211
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,477,211
- Fair market value of assets
- $5,091,798
- Qualifying distributions
- $196,766
- Net investment income
- $376,971
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 |
|---|---|---|---|
| SANDRA R BERMAN 5775 VINTAGE OAKS CIRCLE, DELRAY BEACH, FL 33484 | DIRECTOR/PRESIDENT | 1 | $0 |
| STEVEN L BERMAN 11426 YORK RD FL 1, COCKEYSVILLE, MD 21030 | DIRECTOR/ VICE-PRESIDENT | 0 | $0 |
| RICHARD I BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/SECRETARY/TREASUR | 0.5 | $0 |
| STEPHEN J NOLAN 600 WASHINGTON AVENUE SUITE 200, BALTIMORE, MD 21204 | DIRECTOR | 0 | $0 |
| GARY A BERMAN 201 INTERNATIONAL CIRCLE STE 190, COCKEYSVILLE, MD 21030 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA R BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/PRESIDENT | 1 | $0 |
| MALCOLM C BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/ EXEC.VICE-PRESID | 1 | $0 |
| STEVEN L BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/ VICE-PRESIDENT | 0 | $0 |
| RICHARD I BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/SECRETARY/TREASUR | 0.5 | $0 |
| SANDRA P GOHN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
| STEPHEN J NOLAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
| JAMES E JONES JR 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
| GARY A BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA R BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/PRESIDENT | 1 | $0 |
| MALCOLM C BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/ EXEC.VICE-PRESID | 1 | $0 |
| STEVEN L BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/ VICE-PRESIDENT | 0 | $0 |
| RICHARD I BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR/SECRETARY/TREASUR | 0.5 | $0 |
| SANDRA P GOHN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
| STEPHEN J NOLAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
| JAMES E JONES JR 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
| GARY A BERMAN 3723 OLD COURT RD STE 204, BALTIMORE, MD 21208 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 15101, BALTIMORE, MD 21282-5101
- In care of
- % MALCOLM C BERMAN
- Signed the 990-PF
- RICHARD I BERMAN, TREASURER
- Phone
- (410) 580-9202
- Return prepared by
- WEINBERG GRIFFITH TUCKER JONES & TALESNI
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
- 64-0953437
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,477,211
- Income (IRS master file)
- $522,645
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $376,971 | $216,535 | $3,477,211 | IRS |
| 990-PF | December 2024 | $258,987 | $219,621 | $3,316,775 | IRS |
| 990-PF | December 2023 | $190,451 | $205,030 | $3,277,409 | 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 64-0953437).
Questions about SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC
- What is the EIN of SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC is 64-0953437.
- Is SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SANDRA AND MALCOLM BERMAN CHARITABLE 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 SANDRA AND MALCOLM BERMAN CHARITABLE 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 SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SANDRA AND MALCOLM BERMAN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $376,971, expenses of $216,535 and total assets of $3,477,211 at year end.
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