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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-8918758

DAVID BERMANT FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93110

Financials

$427K$411K2023$527K$382K2024
Revenue Expenses · by fiscal year end
Financials of DAVID BERMANT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$527,080$382,077$145,003$5,503,481$0$5,503,481
December 31, 2023990-PF$426,828$410,767$16,061$5,358,485$0$5,358,485
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$196,348
Interest
$40
Net rental income
$301,535
Net gain from sales of assets
-$2,977

Expenses

Grants and similar amounts paid
$114,428
Compensation of officers, directors and key employees
$73,800
Disbursements for charitable purposes
$261,536
Excise tax on investment income
$1,818

Balance sheet and other

Total assets, start of year
$5,358,485
Total assets, end of year
$5,503,481
Total liabilities, end of year
$0
Net assets, end of year
$5,503,481
Fair market value of assets
$5,186,737
Qualifying distributions
$261,536
Net investment income
$177,514

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BESS M ROCHLITZER
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/PRESIDENT/AS REQ28$63,800
SANDRA HOPMANS
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/SECRETARY/AS REQU15$2,000
ANDREW BERMANT
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/AS REQUIRED2$2,000
VICTORIA VESNA
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/AS REQUIRED2$2,000
ROBERT MARGOLIES
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
OFFICER/TREASURER/AS REQ2$2,000
GABE WOLOSKY
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
OFFICER/TREASURER/AS REQ2$2,000
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
BESS M ROCHLITZER
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/PRESIDENT/AS REQ28$63,800
ANDREW BERMANT
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/AS REQUIRED2$4,000
SANDRA HOPMANS
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/SECRETARY/AS REQU15$2,000
VICTORIA VESNA
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
DIRECTOR/AS REQUIRED2$2,000
ROBERT MARGOLIES
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
OFFICER/TREASURER/AS REQ2$2,000
GABE WOLOSKY
C/O PRAGER METIS CPAS LLC 14 PENN, PLAZA 18TH FL, NEW YORK, NY 10122
OFFICER/TREASURER/AS REQ2$2,000

Address and contacts

Address (IRS master file)
1104 LA VISTA RD, SANTA BARBARA, CA 93110-1237
In care of
% BERMANT
Signed the 990-PF
BESS M ROCHLITZER, OFFICER
Phone
(212) 643-0099
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8918758
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
Assets (IRS master file)
$5,503,481
Income (IRS master file)
$576,352

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$426,828$410,767$5,358,485IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about DAVID BERMANT FOUNDATION

What is the EIN of DAVID BERMANT FOUNDATION?
The employer identification number (EIN) of DAVID BERMANT FOUNDATION is 20-8918758.
Is DAVID BERMANT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to DAVID BERMANT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID BERMANT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID BERMANT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID BERMANT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DAVID BERMANT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $63,800 (BESS M ROCHLITZER, DIRECTOR/PRESIDENT/AS REQ).
How much revenue does DAVID BERMANT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $527,080, expenses of $382,077 and total assets of $5,503,481 at year end.

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