Nonprofit · EIN 11-3570704
BERTRAM STEINMAN FAMILY FOUNDATION INC
Tax-exempt · WESTPORT, CT 06880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $277,222 | $200,650 | $76,572 | $1,939,593 | $0 | $1,939,593 |
| December 31, 2024 | 990-PF | $71,976 | $215,414 | -$143,438 | $1,861,029 | $0 | $1,861,029 |
| December 31, 2023 | 990-PF | $13,019 | $185,180 | -$172,161 | $2,004,467 | $0 | $2,004,467 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $139,313
- Interest
- $96
- Net gain from sales of assets
- $137,813
Expenses
- Grants and similar amounts paid
- $161,020
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $161,020
- Excise tax on investment income
- $3,306
Balance sheet and other
- Total assets, start of year
- $1,861,029
- Total assets, end of year
- $1,939,593
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,939,593
- Fair market value of assets
- $4,130,553
- Qualifying distributions
- $161,020
- Net investment income
- $277,222
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 |
|---|---|---|---|
| DR STUART L STEINMAN 27 WOODY LANE, WESTPORT, CT 06880 | VICE PRESIDENT | 1 | $0 |
| JEFFREY Q STEINMAN 29705 WINDSONG LANE, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STUART L STEINMAN 27 WOODY LANE, WESTPORT, CT 06880 | VICE PRESIDENT | 1 | $0 |
| JEFFREY Q STEINMAN 29705 WINDSONG LANE, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STUART L STEINMAN 27 WOODY LANE, WESTPORT, CT 06880 | VICE PRESIDENT | 1 | $0 |
| JEFFREY Q STEINMAN 29705 WINDSONG LANE, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 27 WOODY LN, WESTPORT, CT 06880-2260
- In care of
- % BERTRAM STEINMAN
- Signed the 990-PF
- STUART STEINMAN, VICE PRESIDENT
- Phone
- (203) 984-3116
- Return prepared by
- PRAGER METIS CPAS 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 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
- 11-3570704
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,939,593
- Income (IRS master file)
- $588,334
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $277,222 | $200,650 | $1,939,593 | IRS |
| 990-PF | December 2024 | $71,976 | $215,414 | $1,861,029 | XML |
| 990-PF | December 2023 | $13,019 | $185,180 | $2,004,467 | 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 11-3570704).
Questions about BERTRAM STEINMAN FAMILY FOUNDATION INC
- What is the EIN of BERTRAM STEINMAN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BERTRAM STEINMAN FAMILY FOUNDATION INC is 11-3570704.
- Is BERTRAM STEINMAN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BERTRAM STEINMAN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTRAM STEINMAN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTRAM STEINMAN 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 BERTRAM STEINMAN 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 BERTRAM STEINMAN FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERTRAM STEINMAN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $277,222, expenses of $200,650 and total assets of $1,939,593 at year end.
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