Nonprofit · EIN 13-3867834
MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION
Also known as ZAMKOW MICHAEL J TTEE
Tax-exempt · W LAKE HILLS, TX 78746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $103,768 | $94,755 | $9,013 | $427,171 | $0 | $427,171 |
| February 29, 2024 | 990-PF | $85,221 | $103,455 | -$18,234 | $418,209 | $0 | $418,209 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $9,070
- Dividends
- $74,465
- Net gain from sales of assets
- $20,223
- Other income
- $10
Expenses
- Grants and similar amounts paid
- $85,685
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $90,345
- Excise tax on investment income
- $1,255
Balance sheet and other
- Total assets, start of year
- $418,209
- Total assets, end of year
- $427,171
- Total liabilities, end of year
- $0
- Net assets, end of year
- $427,171
- Fair market value of assets
- $3,411,333
- Qualifying distributions
- $90,345
- Net investment income
- $94,698
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J ZAMKOW 3621 PEREGRINE FALCON DRIVE, AUSTIN, TX 78746 | TRUSTEE | 1 | $0 |
| SUE E BERMAN 3621 PEREGRINE FALCON DRIVE, AUSTIN, TX 78746 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 29, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J ZAMKOW 3621 PEREGRINE FALCON DRIVE, AUSTIN, TX 78746 | TRUSTEE | 1 | $0 |
| SUE E BERMAN 3621 PEREGRINE FALCON DRIVE, AUSTIN, TX 78746 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 705 LAS LOMAS DR, W LAKE HILLS, TX 78746-5490
- In care of
- % MICHAEL J ZAMKOW
- Signed the 990-PF
- MICHAEL J ZAMKOW, TRUSTEE
- Phone
- (917) 362-2807
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3867834
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $427,171
- Income (IRS master file)
- $104,145
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $103,768 | $94,755 | $427,171 | XML |
| 990-PF | February 2024 | $85,221 | $103,455 | $418,209 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 13-3867834).
Questions about MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION
- What is the EIN of MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION?
- The employer identification number (EIN) of MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION is 13-3867834.
- Is MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MICHAEL J ZAMKOW & SUE E BERMAN FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $103,768, expenses of $94,755 and total assets of $427,171 at year end.
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